UNITED WAY OF WASHINGTON COUNTY: Form 990, tax year 2018

View the entire original 990 at ProPublica ↗

Organization
UNITED WAY OF WASHINGTON COUNTY (EIN 23-7281696)
Tax period
2018-07-01 to 2019-06-30
Filed
2019-10-17
IRS object ID
201932909349300023
Schema version
2018v3.1
Source
Download XML · Original 990 at ProPublica

Every field in the e-filed return. Faint text is the IRS element name, for citing.

Return header ReturnHeader

FieldValueIRS element (for citing)
Return2019-10-17T10:55:10-05:00ReturnTs
Tax Period End2019-06-30TaxPeriodEndDt

Preparer Firm PreparerFirmGrp

FieldValueIRS element (for citing)
Preparer Firm EIN390843014PreparerFirmEIN

Preparer Firm Name PreparerFirmName

FieldValueIRS element (for citing)
Business Name Line1KIECKHAFER DIETZLER HAUSER HANSON LLPBusinessNameLine1Txt

Preparer US Address PreparerUSAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 637AddressLine1Txt
CityWEST BENDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP530950637ZIPCd
FieldValueIRS element (for citing)
Return Type990ReturnTypeCd
Tax Period Begin2018-07-01TaxPeriodBeginDt

Filer Filer

FieldValueIRS element (for citing)
EIN237281696EIN

Business Name BusinessName

FieldValueIRS element (for citing)
Business Name Line1UNITED WAY OF WASHINGTON COUNTY INCBusinessNameLine1Txt
FieldValueIRS element (for citing)
Business Name ControlUNITBusinessNameControlTxt
Phone2623383821PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 304AddressLine1Txt
CityWEST BENDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53095ZIPCd

Business Officer BusinessOfficerGrp

FieldValueIRS element (for citing)
PersonTOM HOPPPersonNm
Person TitleTREASURERPersonTitleTxt
Phone2623383821PhoneNum
Signature2019-10-11SignatureDt
Discuss With Paid PreparerYes (true)DiscussWithPaidPreparerInd

Preparer Person PreparerPersonGrp

FieldValueIRS element (for citing)
Preparer PersonJAMES SAUERESSIGPreparerPersonNm
PTINP00151912PTIN
Phone2623342341PhoneNum
Preparation2019-10-11PreparationDt

Filing Security Information FilingSecurityInformation

IP Address IPAddress

FieldValueIRS element (for citing)
I Pv4 Address47.44.83.210IPv4AddressTxt
FieldValueIRS element (for citing)
IP2019-10-17IPDt
IP Tm10:55:10IPTm
IP TimezoneCDIPTimezoneCd
Filing License TypePFilingLicenseTypeCd
At Submission Creation Device Id169D93843940E8B709B89A6D81607ADEE0D54B43AtSubmissionCreationDeviceId
At Submission Filing Device Id169D93843940E8B709B89A6D81607ADEE0D54B43AtSubmissionFilingDeviceId
FieldValueIRS element (for citing)
Tax2018TaxYr
Build TS2020-03-31 21:24:44ZBuildTS

Form 990 IRS990

FieldValueIRS element (for citing)
Principal OfficerTOM HOPPPrincipalOfficerNm

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 304AddressLine1Txt
CityWEST BENDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53095ZIPCd
FieldValueIRS element (for citing)
Gross Receipts$1,858,094GrossReceiptsAmt
Group Return For AffiliatesfalseGroupReturnForAffiliatesInd
Organization501c3Yes (X)Organization501c3Ind
Website AddressWWW.UNITEDWAYOFWASHINGTONCOUNTY.ORGWebsiteAddressTxt
Type Of Organization CorpYes (X)TypeOfOrganizationCorpInd
Formation1977FormationYr
Legal Domicile StateWILegalDomicileStateCd
Activity Or MissionTO IMPROVE LIVES AND COMMUNITY CONDITIONS IN MEASURABLE AND LASTING WAYS.ActivityOrMissionDesc
Voting Members Governing Body32VotingMembersGoverningBodyCnt
Voting Members Independent32VotingMembersIndependentCnt
Total Employee12TotalEmployeeCnt
Total Volunteers792TotalVolunteersCnt
Total Gross UBI$0TotalGrossUBIAmt
PY Contributions Grants$1,548,376PYContributionsGrantsAmt
CY Contributions Grants$1,820,431CYContributionsGrantsAmt
CY Program Service Revenue$0CYProgramServiceRevenueAmt
PY Investment Income$972PYInvestmentIncomeAmt
CY Investment Income$3,407CYInvestmentIncomeAmt
PY Other Revenue$28,063PYOtherRevenueAmt
CY Other Revenue$32,756CYOtherRevenueAmt
PY Total Revenue$1,577,411PYTotalRevenueAmt
CY Total Revenue$1,856,594CYTotalRevenueAmt
PY Grants And Similar Paid$802,321PYGrantsAndSimilarPaidAmt
CY Grants And Similar Paid$848,586CYGrantsAndSimilarPaidAmt
CY Benefits Paid To Members$0CYBenefitsPaidToMembersAmt
PY Salaries Comp Emp Bnft Paid$328,261PYSalariesCompEmpBnftPaidAmt
CY Salaries Comp Emp Bnft Paid$419,285CYSalariesCompEmpBnftPaidAmt
CY Total Prof Fndrsng Expns$0CYTotalProfFndrsngExpnsAmt
CY Total Fundraising Expense$228,704CYTotalFundraisingExpenseAmt
PY Other Expenses$443,903PYOtherExpensesAmt
CY Other Expenses$374,234CYOtherExpensesAmt
PY Total Expenses$1,574,485PYTotalExpensesAmt
CY Total Expenses$1,642,105CYTotalExpensesAmt
PY Revenues Less Expenses$2,926PYRevenuesLessExpensesAmt
CY Revenues Less Expenses$214,489CYRevenuesLessExpensesAmt
Total Assets BOY$957,134TotalAssetsBOYAmt
Total Assets EOY$1,201,167TotalAssetsEOYAmt
Total Liabilities BOY$436,901TotalLiabilitiesBOYAmt
Total Liabilities EOY$466,445TotalLiabilitiesEOYAmt
Net Assets Or Fund Balances BOY$520,233NetAssetsOrFundBalancesBOYAmt
Net Assets Or Fund Balances EOY$734,722NetAssetsOrFundBalancesEOYAmt
MissionTO IMPROVE LIVES AND COMMUNITY CONDITIONS IN MEASURABLE AND LASTING WAYS.MissionDesc
Significant New Program SrvcfalseSignificantNewProgramSrvcInd
Significant ChangefalseSignificantChangeInd
Expense$1,299,491ExpenseAmt
Grant$848,586GrantAmt
DescRAISES AND DISTRIBUTES FUNDS TO PRIORITIZED HUMAN SERVICE PROGRAMS AT 19 SOCIAL SERVICE AGENCIES BASED ON IDENTIFIED IMPACT AREAS AND PROGRAM OUTCOMES. COLLABORATES WITH OUR AGENCIES AND OTHER COMMUNITY PARTNERS TO HELP ADDRESS WASHINGTON COUNTY NEEDS.Desc
Total Program Service Expenses$1,299,491TotalProgramServiceExpensesAmt
Described In Section501c3Yes (true)DescribedInSection501c3Ind
Schedule B RequiredYes (true)ScheduleBRequiredInd
Political Campaign ActyfalsePoliticalCampaignActyInd
Lobbying ActivitiesfalseLobbyingActivitiesInd
Subject To Proxy TaxfalseSubjectToProxyTaxInd
Donor Advised FundfalseDonorAdvisedFundInd
Conservation EasementsfalseConservationEasementsInd
Collections Of ArtfalseCollectionsOfArtInd
Credit CounselingfalseCreditCounselingInd
Temp Or Permanent EndowmentsYes (true)TempOrPermanentEndowmentsInd
Report Land Building EquipmentYes (true)ReportLandBuildingEquipmentInd
Report Investments Other SecfalseReportInvestmentsOtherSecInd
Report Program Related InvstfalseReportProgramRelatedInvstInd
Report Other AssetsfalseReportOtherAssetsInd
Report Other LiabilitiesYes (true)ReportOtherLiabilitiesInd
Include FIN48 FootnoteYes (true)IncludeFIN48FootnoteInd
Independent Audit Fincl StmtYes (true)IndependentAuditFinclStmtInd
Consolidated Audit Fincl StmtfalseConsolidatedAuditFinclStmtInd
School OperatingfalseSchoolOperatingInd
Foreign OfficefalseForeignOfficeInd
Foreign ActivitiesfalseForeignActivitiesInd
More Than5000 K To OrgfalseMoreThan5000KToOrgInd
More Than5000 K To IndividualsfalseMoreThan5000KToIndividualsInd
Professional FundraisingfalseProfessionalFundraisingInd
Fundraising ActivitiesfalseFundraisingActivitiesInd
Gaming ActivitiesfalseGamingActivitiesInd
Operate HospitalfalseOperateHospitalInd
Grants To OrganizationsYes (true)GrantsToOrganizationsInd
Grants To IndividualsfalseGrantsToIndividualsInd
Schedule J RequiredfalseScheduleJRequiredInd
Tax Exempt BondsfalseTaxExemptBondsInd
Engaged In Excess Benefit TransfalseEngagedInExcessBenefitTransInd
PY Excess Benefit TransfalsePYExcessBenefitTransInd
Loan OutstandingfalseLoanOutstandingInd
Grant To Related PersonfalseGrantToRelatedPersonInd
Business Rln With Org MemfalseBusinessRlnWithOrgMemInd
Business Rln With Fam MemfalseBusinessRlnWithFamMemInd
Business Rln With Officer EntfalseBusinessRlnWithOfficerEntInd
Deductible Non Cash ContrifalseDeductibleNonCashContriInd
Deductible Art ContributionfalseDeductibleArtContributionInd
Terminate OperationsfalseTerminateOperationsInd
Partial LiquidationfalsePartialLiquidationInd
Disregarded EntityfalseDisregardedEntityInd
Related EntityfalseRelatedEntityInd
Related Organization Ctrl EntfalseRelatedOrganizationCtrlEntInd
Trnsfr Exmpt Non Chrtbl Rltd OrgfalseTrnsfrExmptNonChrtblRltdOrgInd
Activities Conducted PrtshpfalseActivitiesConductedPrtshpInd
Schedule O RequiredYes (true)ScheduleORequiredInd
IRP Document12IRPDocumentCnt
IRP Document W2 G0IRPDocumentW2GCnt
Backup Wthld ComplianceYes (true)BackupWthldComplianceInd
Employee12EmployeeCnt
Employment Tax Returns FiledYes (true)EmploymentTaxReturnsFiledInd
Unrelated Bus Incm Over LimitfalseUnrelatedBusIncmOverLimitInd
Foreign Financial AccountfalseForeignFinancialAccountInd
Prohibited Tax Shelter TransfalseProhibitedTaxShelterTransInd
Taxable Party NotificationfalseTaxablePartyNotificationInd
Nondeductible ContributionsfalseNondeductibleContributionsInd
Quid Pro Quo ContributionsfalseQuidProQuoContributionsInd
Form8282 Property Disposed OffalseForm8282PropertyDisposedOfInd
Rcv Fnds To Pay Prsnl Bnft CntrctfalseRcvFndsToPayPrsnlBnftCntrctInd
Pay Premiums Prsnl Bnft CntrctfalsePayPremiumsPrsnlBnftCntrctInd
Form8899 FiledindfalseForm8899Filedind
Form1098 C FiledfalseForm1098CFiledInd
Indoor Tanning ServicesfalseIndoorTanningServicesInd
Subj To Tax Rmnrtn Ex Prcht PymtfalseSubjToTaxRmnrtnExPrchtPymtInd
Subject To Excs Tax Net Invst IncfalseSubjectToExcsTaxNetInvstIncInd
Info In Schedule O Part VIYes (X)InfoInScheduleOPartVIInd
Governing Body Voting Members32GoverningBodyVotingMembersCnt
Independent Voting Member32IndependentVotingMemberCnt
Family Or Business RlnfalseFamilyOrBusinessRlnInd
Delegation Of Mgmt DutiesfalseDelegationOfMgmtDutiesInd
Change To Org DocumentsfalseChangeToOrgDocumentsInd
Material Diversion Or MisusefalseMaterialDiversionOrMisuseInd
Members Or StockholdersfalseMembersOrStockholdersInd
Election Of Board MembersfalseElectionOfBoardMembersInd
Decisions Subject To ApprovafalseDecisionsSubjectToApprovaInd
Minutes Of Governing BodyYes (true)MinutesOfGoverningBodyInd
Minutes Of CommitteesYes (true)MinutesOfCommitteesInd
Officer Mailing AddressfalseOfficerMailingAddressInd
Local ChaptersfalseLocalChaptersInd
Form990 Provided To Gvrn BodyYes (true)Form990ProvidedToGvrnBodyInd
Conflict Of Interest PolicyYes (true)ConflictOfInterestPolicyInd
Annual Disclosure Covered PrsnYes (true)AnnualDisclosureCoveredPrsnInd
Regular Monitoring EnfrcYes (true)RegularMonitoringEnfrcInd
Whistleblower PolicyYes (true)WhistleblowerPolicyInd
Document Retention PolicyfalseDocumentRetentionPolicyInd
Compensation Process CEOYes (true)CompensationProcessCEOInd
Compensation Process OtherfalseCompensationProcessOtherInd
Investment In Joint VenturefalseInvestmentInJointVentureInd
States Where Copy Of Return Is FldWIStatesWhereCopyOfReturnIsFldCd
Upon RequestYes (X)UponRequestInd

Books In Care Of Detail BooksInCareOfDetail

FieldValueIRS element (for citing)
PersonKRISTIN BRANDNERPersonNm
Phone2623383821PhoneNum

US Address USAddress

FieldValueIRS element (for citing)
Address Line1PO BOX 304AddressLine1Txt
CityWEST BENDCityNm
State AbbreviationWIStateAbbreviationCd
ZIP53095ZIPCd

Form990 Part VII Section A Form990PartVIISectionAGrp (33 entries)

TitleTitleTxtAverage Hours Per WeekAverageHoursPerWeekRtIndividual Trustee Or DirectorIndividualTrusteeOrDirectorIndReportable Comp From OrgReportableCompFromOrgAmtReportable Comp From Rltd OrgReportableCompFromRltdOrgAmtOther CompensationOtherCompensationAmtOfficerOfficerInd
DEBRA CAHOON
DIRECTOR1.00Yes (X)$0$0$0
TOM HOSTAD
DIRECTOR1.00Yes (X)$0$0$0
MARY LYNN BENNETT
DIRECTOR1.00Yes (X)$0$0$0
RYAN HETZEL
DIRECTOR1.00Yes (X)$0$0$0
PETE RETTLER
PRESIDENT2.00Yes (X)$0$0$0Yes (X)
CORY NEUY
SECRETARY2.00Yes (X)$0$0$0Yes (X)
JULIE GABELMANN
DIRECTOR1.00Yes (X)$0$0$0
JOSH SCHOEMANN
VICE PRESIDE2.00Yes (X)$0$0$0Yes (X)
PAT STRACHOTA
DIRECTOR1.00Yes (X)$0$0$0
TOM HOPP
TREASURER2.00Yes (X)$0$0$0Yes (X)
ROB HUETHER
DIRECTOR1.00Yes (X)$0$0$0
RYAN KELLY
DIRECTOR1.00Yes (X)$0$0$0
DEB PIETSCH
DIRECTOR1.00Yes (X)$0$0$0
CHRIS SCHRAM
DIRECTOR1.00Yes (X)$0$0$0
JACKIE JOSEPH-SILVERSTEIN
DIRECTOR1.00Yes (X)$0$0$0
ATTILA WENINGER
DIRECTOR1.00Yes (X)$0$0$0
JANEAN BRUDVIG
DIRECTOR1.00Yes (X)$0$0$0
SCOTT HENKE
DIRECTOR1.00Yes (X)$0$0$0
BEN HUFFMAN
DIRECTOR1.00Yes (X)$0$0$0
MIKE MALLMANN
DIRECTOR1.00Yes (X)$0$0$0
KELLY MCDONOUGH
DIRECTOR1.00Yes (X)$0$0$0
HAILEY NENONEN
DIRECTOR1.00Yes (X)$0$0$0
NICOLE PRETRE
DIRECTOR1.00Yes (X)$0$0$0
JAY SHAMBEAU
DIRECTOR1.00Yes (X)$0$0$0
DAVE UELMEN
DIRECTOR1.00Yes (X)$0$0$0
SHELLY WAALA
DIRECTOR1.00Yes (X)$0$0$0
KATIE ANDRAE
DIRECTOR1.00Yes (X)$0$0$0
JOHN BLOOR
DIRECTOR1.00Yes (X)$0$0$0
PHILIP DAHLBERG
DIRECTOR1.00Yes (X)$0$0$0
ANGELA JOHNSON
DIRECTOR1.00Yes (X)$0$0$0
JULIE GEYER
DIRECTOR1.00Yes (X)$0$0$0
JIM STOMMEL
DIRECTOR1.00Yes (X)$0$0$0
KRISTIN BRANDNER
EXECUTIVE DI40.00$104,623$0$0Yes (X)
FieldValueIRS element (for citing)
Total Reportable Comp From Org$104,623TotalReportableCompFromOrgAmt
Indiv Rcvd Greater Than100 K1IndivRcvdGreaterThan100KCnt
Former Ofcr Employees ListedfalseFormerOfcrEmployeesListedInd
Total Comp Greater Than150 KfalseTotalCompGreaterThan150KInd
Compensation From Other SrcsfalseCompensationFromOtherSrcsInd
Federated Campaigns$1,723,483FederatedCampaignsAmt
All Other Contributions$96,948AllOtherContributionsAmt
Total Contributions$1,820,431TotalContributionsAmt

Investment Income InvestmentIncomeGrp

FieldValueIRS element (for citing)
Total Revenue Column$3,407TotalRevenueColumnAmt
Exclusion$3,407ExclusionAmt

Gross Rents GrossRentsGrp

FieldValueIRS element (for citing)
Real$23,625RealAmt

Rental Income Or Loss RentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Real$23,625RealAmt

Net Rental Income Or Loss NetRentalIncomeOrLossGrp

FieldValueIRS element (for citing)
Total Revenue Column$23,625TotalRevenueColumnAmt
Exclusion$23,625ExclusionAmt
FieldValueIRS element (for citing)
Fundraising Gross Income$8,189FundraisingGrossIncomeAmt
Fundraising Direct Expenses$1,500FundraisingDirectExpensesAmt

Net Incm From Fundraising Evt NetIncmFromFundraisingEvtGrp

FieldValueIRS element (for citing)
Total Revenue Column$6,689TotalRevenueColumnAmt
Exclusion$6,689ExclusionAmt

Other Revenue Misc OtherRevenueMiscGrp

FieldValueIRS element (for citing)
DescMISCELLANEOUSDesc
Total Revenue Column$2,442TotalRevenueColumnAmt
Exclusion$2,442ExclusionAmt
FieldValueIRS element (for citing)
Other Revenue Total$2,442OtherRevenueTotalAmt

Total Revenue TotalRevenueGrp

FieldValueIRS element (for citing)
Total Revenue Column$1,856,594TotalRevenueColumnAmt
Exclusion$36,163ExclusionAmt

Grants To Domestic Orgs GrantsToDomesticOrgsGrp

FieldValueIRS element (for citing)
Total$848,586TotalAmt
Program Services$848,586ProgramServicesAmt

Comp Current Ofcr Directors CompCurrentOfcrDirectorsGrp

FieldValueIRS element (for citing)
Total$104,623TotalAmt
Program Services$26,156ProgramServicesAmt
Management And General$26,156ManagementAndGeneralAmt
Fundraising$52,311FundraisingAmt

Other Salaries And Wages OtherSalariesAndWagesGrp

FieldValueIRS element (for citing)
Total$275,121TotalAmt
Program Services$167,266ProgramServicesAmt
Management And General$39,912ManagementAndGeneralAmt
Fundraising$67,943FundraisingAmt

Other Employee Benefits OtherEmployeeBenefitsGrp

FieldValueIRS element (for citing)
Total$1,087TotalAmt
Program Services$554ProgramServicesAmt
Management And General$189ManagementAndGeneralAmt
Fundraising$344FundraisingAmt

Payroll Taxes PayrollTaxesGrp

FieldValueIRS element (for citing)
Total$38,454TotalAmt
Program Services$18,874ProgramServicesAmt
Management And General$7,845ManagementAndGeneralAmt
Fundraising$11,735FundraisingAmt

Fees For Services Accounting FeesForServicesAccountingGrp

FieldValueIRS element (for citing)
Total$21,423TotalAmt
Management And General$21,423ManagementAndGeneralAmt

Fees For Services Other FeesForServicesOtherGrp

FieldValueIRS element (for citing)
Total$11,881TotalAmt
Program Services$11,881ProgramServicesAmt

Advertising AdvertisingGrp

FieldValueIRS element (for citing)
Total$11,042TotalAmt
Program Services$1,370ProgramServicesAmt
Fundraising$9,672FundraisingAmt

Office Expenses OfficeExpensesGrp

FieldValueIRS element (for citing)
Total$14,827TotalAmt
Program Services$8,124ProgramServicesAmt
Management And General$2,406ManagementAndGeneralAmt
Fundraising$4,297FundraisingAmt

Occupancy OccupancyGrp

FieldValueIRS element (for citing)
Total$63,905TotalAmt
Program Services$56,982ProgramServicesAmt
Management And General$2,455ManagementAndGeneralAmt
Fundraising$4,468FundraisingAmt

Conferences Meetings ConferencesMeetingsGrp

FieldValueIRS element (for citing)
Total$12,409TotalAmt
Program Services$6,282ProgramServicesAmt
Management And General$2,222ManagementAndGeneralAmt
Fundraising$3,905FundraisingAmt

Payments To Affiliates PaymentsToAffiliatesGrp

FieldValueIRS element (for citing)
Total$17,266TotalAmt
Program Services$17,266ProgramServicesAmt

Insurance InsuranceGrp

FieldValueIRS element (for citing)
Total$4,867TotalAmt
Program Services$769ProgramServicesAmt
Management And General$3,620ManagementAndGeneralAmt
Fundraising$478FundraisingAmt

Other Expenses OtherExpensesGrp (4 entries)

DescDescTotalTotalAmtProgram ServicesProgramServicesAmtFundraisingFundraisingAmtManagement And GeneralManagementAndGeneralAmt
CAMPAIGN EXPENSES$84,018$19,125$64,893
BAD DEBT$58,294$58,294
PROGRAM EXPENSES$27,543$27,543
TELEPHONE & COMPUTER EXP$20,731$12,183$5,522$3,026

All Other Expenses AllOtherExpensesGrp

FieldValueIRS element (for citing)
Total$26,028TotalAmt
Program Services$18,236ProgramServicesAmt
Management And General$4,656ManagementAndGeneralAmt
Fundraising$3,136FundraisingAmt

Total Functional Expenses TotalFunctionalExpensesGrp

FieldValueIRS element (for citing)
Total$1,642,105TotalAmt
Program Services$1,299,491ProgramServicesAmt
Management And General$113,910ManagementAndGeneralAmt
Fundraising$228,704FundraisingAmt

Cash Non Interest Bearing CashNonInterestBearingGrp

FieldValueIRS element (for citing)
BOY$13,041BOYAmt

Savings And Temp Cash Invst SavingsAndTempCashInvstGrp

FieldValueIRS element (for citing)
BOY$542,065BOYAmt
EOY$788,167EOYAmt

Pledges And Grants Receivable PledgesAndGrantsReceivableGrp

FieldValueIRS element (for citing)
BOY$391,575BOYAmt
EOY$406,013EOYAmt

Prepaid Expenses Defrd Charges PrepaidExpensesDefrdChargesGrp

FieldValueIRS element (for citing)
BOY$10,453BOYAmt
EOY$6,987EOYAmt
FieldValueIRS element (for citing)
Land Bldg Equip Cost Or Other Bss$11,817LandBldgEquipCostOrOtherBssAmt
Land Bldg Equip Accum Deprec$11,817LandBldgEquipAccumDeprecAmt

Total Assets TotalAssetsGrp

FieldValueIRS element (for citing)
BOY$957,134BOYAmt
EOY$1,201,167EOYAmt

Accounts Payable Accr Expnss AccountsPayableAccrExpnssGrp

FieldValueIRS element (for citing)
BOY$11,528BOYAmt
EOY$19,502EOYAmt

Grants Payable GrantsPayableGrp

FieldValueIRS element (for citing)
BOY$421,045BOYAmt
EOY$439,929EOYAmt

Deferred Revenue DeferredRevenueGrp

FieldValueIRS element (for citing)
BOY$1,000BOYAmt
EOY$2,000EOYAmt

Other Liabilities OtherLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$3,328BOYAmt
EOY$5,014EOYAmt

Total Liabilities TotalLiabilitiesGrp

FieldValueIRS element (for citing)
BOY$436,901BOYAmt
EOY$466,445EOYAmt
FieldValueIRS element (for citing)
Organization Follows SFAS117Yes (X)OrganizationFollowsSFAS117Ind

Unrestricted Net Assets UnrestrictedNetAssetsGrp

FieldValueIRS element (for citing)
BOY$432,596BOYAmt
EOY$734,722EOYAmt

Temporarily Rstr Net Assets TemporarilyRstrNetAssetsGrp

FieldValueIRS element (for citing)
BOY$87,637BOYAmt

Total Net Assets Fund Balance TotalNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$520,233BOYAmt
EOY$734,722EOYAmt

Tot Liab Net Assets Fund Balance TotLiabNetAssetsFundBalanceGrp

FieldValueIRS element (for citing)
BOY$957,134BOYAmt
EOY$1,201,167EOYAmt
FieldValueIRS element (for citing)
Info In Schedule O Part XIYes (X)InfoInScheduleOPartXIInd
Reconcilation Revenue Expnss$214,489ReconcilationRevenueExpnssAmt
Method Of Accounting AccrualYes (X)MethodOfAccountingAccrualInd
Accountant Compile Or ReviewfalseAccountantCompileOrReviewInd
FS AuditedYes (true)FSAuditedInd

FS Audited Basis FSAuditedBasisGrp

FieldValueIRS element (for citing)
Separate Basis Fincl StmtYes (X)SeparateBasisFinclStmtInd
FieldValueIRS element (for citing)
Audit CommitteeYes (true)AuditCommitteeInd
Federal Grant Audit RequiredfalseFederalGrantAuditRequiredInd

Schedule A IRS990ScheduleA

FieldValueIRS element (for citing)
Public Organization170Yes (X)PublicOrganization170Ind

Gifts Grants Contri Rcvd170 GiftsGrantsContriRcvd170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,360,844CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,434,625CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,516,818CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,548,376CurrentTaxYearMinus1YearAmt
Current Tax Year$1,820,431CurrentTaxYearAmt
Total$7,681,094TotalAmt

Total Calendar Year170 TotalCalendarYear170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$1,360,844CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$1,434,625CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,516,818CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$1,548,376CurrentTaxYearMinus1YearAmt
Current Tax Year$1,820,431CurrentTaxYearAmt
Total$7,681,094TotalAmt
FieldValueIRS element (for citing)
Substantial Contributors Tot$445,116SubstantialContributorsTotAmt
Public Support Total170$7,235,978PublicSupportTotal170Amt

Gross Investment Income170 GrossInvestmentIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$22,287CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$24,888CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$26,564CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$24,597CurrentTaxYearMinus1YearAmt
Current Tax Year$27,032CurrentTaxYearAmt
Total$125,368TotalAmt

Other Income170 OtherIncome170Grp

FieldValueIRS element (for citing)
Current Tax Year Minus4 Years$4,059CurrentTaxYearMinus4YearsAmt
Current Tax Year Minus3 Years$4,461CurrentTaxYearMinus3YearsAmt
Current Tax Year Minus2 Years$1,333CurrentTaxYearMinus2YearsAmt
Current Tax Year Minus1 Year$4,438CurrentTaxYearMinus1YearAmt
Current Tax Year$10,631CurrentTaxYearAmt
Total$24,922TotalAmt
FieldValueIRS element (for citing)
Total Support$7,831,384TotalSupportAmt
Public Support CY1700.92400PublicSupportCY170Pct
Public Support PY1700.91820PublicSupportPY170Pct
Thirty Thr Pct Suprt Tests CY170Yes (X)ThirtyThrPctSuprtTestsCY170Ind

Form990 Schedule A Part VI Form990ScheduleAPartVIGrp

FieldValueIRS element (for citing)
Form And Line ReferencePART II, LINE 10FormAndLineReferenceDesc
ExplanationMISCELLANEOUS 14,291ExplanationTxt

Schedule B IRS990ScheduleB

Contributor Information ContributorInformationGrp

FieldValueIRS element (for citing)
ContributorRESTRICTEDContributorNum

Contributor Business Name ContributorBusinessName

FieldValueIRS element (for citing)
Business Name Line1RESTRICTEDBusinessNameLine1

Contributor US Address ContributorUSAddress

FieldValueIRS element (for citing)
Address Line1RESTRICTEDAddressLine1
Address Line2RESTRICTEDAddressLine2
CityRESTRICTEDCity
StateRESTRICTEDState
ZIP CodeRESTRICTEDZIPCode
FieldValueIRS element (for citing)
Total ContributionsRESTRICTEDTotalContributionsAmt

Schedule D IRS990ScheduleD

CY Endwmt Fund CYEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$110,771BeginningYearBalanceAmt
Contributions$475ContributionsAmt
Investment Earnings Or Losses$461InvestmentEarningsOrLossesAmt
End Year Balance$111,707EndYearBalanceAmt

CY Minus1 Yr Endwmt Fund CYMinus1YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$110,338BeginningYearBalanceAmt
Contributions$175ContributionsAmt
Investment Earnings Or Losses$258InvestmentEarningsOrLossesAmt
End Year Balance$110,771EndYearBalanceAmt

CY Minus2 Yr Endwmt Fund CYMinus2YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$109,311BeginningYearBalanceAmt
Contributions$432ContributionsAmt
Investment Earnings Or Losses$595InvestmentEarningsOrLossesAmt
End Year Balance$110,338EndYearBalanceAmt

CY Minus3 Yr Endwmt Fund CYMinus3YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$107,612BeginningYearBalanceAmt
Contributions$1,060ContributionsAmt
Investment Earnings Or Losses$639InvestmentEarningsOrLossesAmt
End Year Balance$109,311EndYearBalanceAmt

CY Minus4 Yr Endwmt Fund CYMinus4YrEndwmtFundGrp

FieldValueIRS element (for citing)
Beginning Year Balance$106,205BeginningYearBalanceAmt
Contributions$900ContributionsAmt
Investment Earnings Or Losses$507InvestmentEarningsOrLossesAmt
End Year Balance$107,612EndYearBalanceAmt
FieldValueIRS element (for citing)
Board Designated Balance EOY1.00000BoardDesignatedBalanceEOYPct
Endowments Held Unrelated OrgfalseEndowmentsHeldUnrelatedOrgInd
Endowments Held Related OrgfalseEndowmentsHeldRelatedOrgInd

Equipment EquipmentGrp

FieldValueIRS element (for citing)
Other Cost Or Other Basis$11,817OtherCostOrOtherBasisAmt
Depreciation$11,817DepreciationAmt

Other Liabilities Org OtherLiabilitiesOrgGrp

FieldValueIRS element (for citing)
DescRESERVE FOR UNEMPLOYMENTDesc
Amt$5,014Amt
FieldValueIRS element (for citing)
Total Liability$5,014TotalLiabilityAmt
Footnote TextYes (X)FootnoteTextInd
Total Rev Etc Audited Fincl Stmt$1,721,364TotalRevEtcAuditedFinclStmtAmt
Donated Services And Use Fclts$40,195DonatedServicesAndUseFcltsAmt
Revenue Not Reported$40,195RevenueNotReportedAmt
Revenue Subtotal$1,681,169RevenueSubtotalAmt
Other Revenues Not Included$175,425OtherRevenuesNotIncludedAmt
Revenue Not Reported Fincl Stmt$175,425RevenueNotReportedFinclStmtAmt
Total Revenue Per Form990$1,856,594TotalRevenuePerForm990Amt
Tot Expns Etc Audited Fincl Stmt$1,506,875TotExpnsEtcAuditedFinclStmtAmt
Donated Services Use Fclts$40,195DonatedServicesUseFcltsAmt
Expenses Not Reported$40,195ExpensesNotReportedAmt
Expenses Subtotal$1,466,680ExpensesSubtotalAmt
Other Expenses Not Included$175,425OtherExpensesNotIncludedAmt
Expenses Not Rpt Fincl Stmt$175,425ExpensesNotRptFinclStmtAmt
Total Expenses Per Form990$1,642,105TotalExpensesPerForm990Amt

Supplemental Information Detail SupplementalInformationDetail (4 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
SCHEDULE D, PAGE 2, PART V, LINE 4THE PURPOSE OF THE FUND WILL BE TO PROVIDE INCOME TO SUPPORT AND CONTRIBUTE TO THE OPERATION OF THE UNITED WAY AND TO PROVIDE ADDITIONAL FUNDS TO ENHANCE THE ABILITY OF THE UNITED WAY TO MEET ITS MISSION.
SCHEDULE D, PAGE 3, PART XTHE ORGANIZATION'S CURRENT ACCOUNTING POLICY IS TO DISCLOSE LIABILITIES FOR UNCERTAIN TAX POSITIONS WHEN A LIABILITY IS PROBABLE AND ESTIMABLE. MANAGEMENT IS NOT AWARE OF ANY VIOLATION OF ITS TAX STATUS AS AN ORGANIZATION EXEMPT FROM INCOME TAXES, NOR IS IT AWARE OF ANY EXPOSURE TO UNRELATED BUSINESS INCOME TAX. THE ORGANIZATION FILES TAX RETURNS IN THE U.S. FEDERAL JURISDICTION AND THE STATE OF WISCONSIN. THE ORGANIZATION DOES NOT HAVE ANY TAX RETURNS CURRENTLY UNDER EXAMINATION BY A FEDERAL OR STATE JURISDICTION.
SCHEDULE D, PAGE 4, PART XI, LINE 4BDONOR RESTRICTED CONTRIBUTIONS 175,425
SCHEDULE D, PAGE 4, PART XII, LINE 4BDONOR DESIGNATED ALLOCATIONS 175,425

Schedule I IRS990ScheduleI

FieldValueIRS element (for citing)
Grant Records MaintainedYes (true)GrantRecordsMaintainedInd

Recipient Table RecipientTable (19 entries)

Address Line1USAddress/AddressLine1TxtCityUSAddress/CityNmState AbbreviationUSAddress/StateAbbreviationCdZIPUSAddress/ZIPCdIRC SectionIRCSectionDescCash GrantCashGrantAmtPurpose Of GrantPurposeOfGrantTxt
AMERICAN RED CROSS
819 SCHOENHAAR DRWEST BENDWI530903$10,000GENERAL USE
BIG BROTHERSBIG SISTERS
103 N MAIN STWEST BENDWI530953$63,000GENERAL USE
BOYS & GIRLS CLUB
925 N SILVERBROOK DRWEST BENDWI530903$92,250GENERAL USE
CASA GUADALUPE EDUCATION CENTER
479 N MAIN STWEST BENDWI530903$31,176GENERAL USE
CONSUMER CREDIT COUNSELING SERVICES
139 N MAIN STWEST BENDWI530953$10,000GENERAL USE
ELEVATE INC
1625 EAST WASHINGTON ST 300WEST BENDWI530953$116,500GENERAL USE
FRIENDS INC
PO BOX 117WEST BENDWI530953$89,000GENERAL USE
FULL SHELF FOOD PANTRY
PO BOX 1157WEST BENDWI530953$20,000GENERAL USE
INTERFAITH CAREGIVERS
PO BOX 1143WEST BENDWI530953$67,260GENERAL USE
KETTLE MORAINE YMCA
1111 Y DRWEST BENDWI530953$29,000GENERAL USE
NAMI
2030 STONEBRIDGE RDWEST BENDWI530953$15,900GENERAL USE
SENIOR CITIZENS ACTIVITIES
2378 W WASHINGTON ST STE AWEST BENDWI530953$10,000GENERAL USE
THE THRESHOLD
600 ROLFS AVEWEST BENDWI530903$86,000GENERAL USE
THE YOUTH & FAMILY PROJECT
630 ELM STREETWEST BENDWI530953$20,000GENERAL USE
FAMILY PROMISE
724 ELM STREETWEST BENDWI530953$110,000GENERAL USE
EASTER SEALS SOUTHEAST WISCONSIN
2222 S 114TH STWEST ALLISWI532273$25,000GENERAL USE
WOW WORKFORCE DEVELOPMENT
2200 GREENTREE RDWEST BENDWI53090GOV$10,000GENERAL USE
DR JAMES E ALBRECHT FREE CLINIC
PO BOX 632WEST BENDWI530953$15,000GENERAL USE
FAMILY CENTER
1517 LANG STREETWEST BENDWI530903$28,500GENERAL USE

Schedule O IRS990ScheduleO

Supplemental Information Detail SupplementalInformationDetail (5 entries)

Form And Line ReferenceFormAndLineReferenceDescExplanationExplanationTxt
FORM 990, PAGE 6, PART VI, LINE 11BTHE FORM 990 WILL BE REVIEWED BY THE BOARD OF DIRECTORS PRIOR TO ISSUANCE.
FORM 990, PAGE 6, PART VI, LINE 12CTHE CONFLICT OF INTEREST POLICY WILL BE REVIEWED ANNUALLY AT THE BOARD MEETING.
FORM 990, PAGE 6, PART VI, LINE 15ATHE EXECUTIVE COMMITTEE OF THE BOARD REVIEWS THE PERFORMANCE OF THE EXECUTIVE DIRECTOR EACH YEAR. HER PERFORMANCE IS ASSESSED AGAINST GOALS PREVIOUSLY SET AND HER COMPENSATION IS COMPARED TO DATA RECEIVED FROM THE UNITED WAY WORLDWIDE AND TO COMPARABLE LOCAL AGENCIES. THE PERFORMANCE OF OTHER KEY EMPLOYEES IS REVIEWED BY THE DIRECT SUPERVISOR
FORM 990, PAGE 6, PART VI, LINE 19FORM 990, GOVERNING DOCUMENTS, POLICIES, AND FINANCIAL STATEMENTS ARE AVAILABLE UPON REQUEST FROM THE UNITED WAY OF WASHINGTON COUNTY WITHIN 24 HOURS.
FORM 990, PART XI, LINE 9DONOR RESTRICTED CONTRIBUTIONS -175,425 DONOR DESIGNATED ALLOCATIONS 175,425

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